DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Robert W. Baird & Co. Incorporated

1,142 moves
AdvisorFromToTypeLeftRegistered
John Morris YeCountry Club Financial Services, Inc. otherRobert W. Baird & Co. Incorporated otherOtherDec 26, 2014Dec 26, 2014
Amanda Hayda StaplesMmc Securities LLC no RAUMRobert W. Baird & Co. Incorporated otherOtherDec 18, 2014Jan 6, 2015
Thomas J LaneLPL Financial LLC otherRobert W. Baird & Co. Incorporated mixed wealthOtherDec 3, 2014Mar 14, 2019 (1562 d)
Natasha Krys KalasMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherNov 6, 2014Nov 3, 2014
Daniel S. SchnollNorthwestern Mutual Investment Services,LLC otherRobert W. Baird & Co. Incorporated otherOtherOct 24, 2014Oct 16, 2014
Stanley Mark ReegWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 20, 2014Oct 17, 2014
Kathryn GoldWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 20, 2014Oct 17, 2014
Todd Michael ReegWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 20, 2014Oct 17, 2014
Evan Michael MarksEdward Jones national BDRobert W. Baird & Co. Incorporated otherOtherOct 15, 2014Oct 20, 2014
Patrick William BrownCitigroup Global Markets Inc. otherRobert W. Baird & Co. Incorporated otherOtherOct 10, 2014Oct 6, 2014
Christian Nesset TietzUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 6, 2014Oct 1, 2014
Christopher Alan HisleMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 6, 2014Sep 25, 2014
Michael Jay MarienCity Securities Corporation otherRobert W. Baird & Co. Incorporated otherOtherSep 26, 2014Sep 26, 2014
Scott Robert GreenleeTd Ameritrade Investment Management, LLC otherRobert W. Baird & Co. Incorporated otherOtherSep 16, 2014Feb 9, 2015 (146 d)
Christopher James CoburnRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherSep 11, 2014Aug 29, 2014
Richard Joseph BraunNorthwestern Mutual Investment Services,LLC otherRobert W. Baird & Co. Incorporated otherOtherSep 3, 2014Sep 2, 2014
James William McguireWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherSep 3, 2014Sep 2, 2014
Andrew Franklin LaddWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherAug 5, 2014Aug 1, 2014
Derek Thomas TharpMote Wealth Management, LLC unclassifiedRobert W. Baird & Co. Incorporated otherOtherJul 29, 2014Jul 29, 2014
Gary Lee FooseWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 21, 2014Jul 24, 2014
Diane S BloxdorfWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 21, 2014Dec 22, 2024 (3807 d)
Giovanna Lynn SwisherWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 21, 2014Jul 18, 2014
Craig Howell YoungUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 25, 2014Jul 18, 2014
Michael Joseph GegenRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherJun 4, 2014May 23, 2014
Stefanie Rebecca PrudenMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherMay 21, 2014May 20, 2014
David Matthew ConnollyMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherMay 12, 2014May 2, 2014
Deidre T. CaldwellRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherApr 11, 2014Mar 24, 2014
Kristan D'Lynn SealeClearbridge Investments, LLC otherRobert W. Baird & Co. Incorporated otherOtherApr 11, 2014Jul 7, 2014 (87 d)
Joseph Hugh McauleyWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherApr 8, 2014Apr 7, 2014
Francis X RocheRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherApr 7, 2014Mar 17, 2014
Robert Louis StilesRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherApr 2, 2014Mar 24, 2014
David E MathiasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated otherOtherApr 1, 2014Apr 7, 2014
Thomas Matthew GlynnUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 10, 2014Feb 28, 2014
Robert Louis StilesRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherMar 7, 2014Mar 24, 2014
Courtney M KrogstadNext Financial Group, Inc. otherRobert W. Baird & Co. Incorporated otherOtherFeb 12, 2014Feb 12, 2014
Michael Hampton HenningWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherFeb 10, 2014Feb 7, 2014
Lawrence Ira MagidWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJan 27, 2014Feb 12, 2014
Dale Connor WroblewskiAmeriprise Financial Services, LLC national BDRobert W. Baird & Co. Incorporated otherOtherJan 23, 2014Feb 12, 2014
Hillery B EmmsRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherDec 26, 2013Dec 16, 2013
Kevin J CrossCharles Schwab & Co., Inc. national BDRobert W. Baird & Co. Incorporated otherOtherDec 5, 2013Dec 10, 2013
Carl Henry ChaputUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherNov 7, 2013Jan 3, 2014 (57 d)
Amy E LofgrenRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAOct 24, 2013Nov 19, 2018 (1852 d)
David William NeillWilliam Blair & Company L.L.C. otherRobert W. Baird & Co. Incorporated otherOtherOct 15, 2013Oct 8, 2013
Anthony Steven HerbensonEdward Jones national BDRobert W. Baird & Co. Incorporated otherOtherOct 7, 2013Oct 4, 2013
Scott Marshall MabeeAssetmark, Inc. otherRobert W. Baird & Co. Incorporated otherOtherSep 16, 2013Oct 16, 2013
Jeffrey Harold SternMsi Financial Services, Inc. otherRobert W. Baird & Co. Incorporated otherOtherAug 30, 2013Sep 5, 2013
Eric Richard AndersenUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherAug 19, 2013Aug 9, 2013
Richard Wayne AndersenUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherAug 19, 2013Aug 9, 2013
John Ngoc HuynhMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherAug 7, 2013Jul 19, 2013
Christine Depiante LutzMomentum Independent Network Inc. otherRobert W. Baird & Co. Incorporated otherOtherJul 23, 2013Jul 19, 2013
Justin Charles BradfordCaptrust Financial Advisors otherRobert W. Baird & Co. Incorporated otherOtherJul 16, 2013Jul 15, 2013
Richard W AshcroftWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 3, 2013
John Tillinghast BarnefieldWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 15, 2013
William Warren BarrowWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 15, 2013
Gregory Thomas EvansWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 3, 2013
Darrell Joseph PesekWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 3, 2013
Stephen Daniel AllainWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 3, 2013
Jerred Ray CrumleyWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 3, 2013
Scott Philip BartoshWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 9, 2013Jul 3, 2013
Lisa Ostigin CowgerUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 28, 2013Jun 17, 2013
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